HeyJaredAdam Sharp
- Indexed articles, last 90 days
- 40
- Latest publication
- Sep 30, 2026
- Outlet visibility, for dailyreckoning.com
- Top 5M sites
- Earliest in this view
- Jul 6, 2026
Latest articles
Frankenstein’s Bull-Bear Market - Daily Reckoning (opens the original)
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The S&P 500 is sitting just below a fresh all-time high. Yet 59% of the companies in the index are down more than 20% from their highs. That means 59% of S&P 500 companies are in a bear market. And it gets crazier. 41% of stocks in the index are down more than 30% from their highs! And 17% of the companies are down more than 50% from their peak. This situation is possible due to the market cap-weighting used by the S&P 500. Let’s take a look at the 10 largest companies in the index. Note the wei
The Strait Debate Gets Heated - Daily Reckoning (opens the original)
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Oil bears will tell you that oil is flowing through the Strait, back at 80-93% of pre-war levels. Here Bloomberg oil specialist Javier Blas says Gulf crude oil exports are back to 80% of normal: Javier is a widely followed energy reporter. But he tends to operate from an “everything’s going to be alright” perspective. If Javier’s data is correct, it means oil is flowing through Hormuz at high levels. Call me skeptical. But let’s examine the evidence. Here’s what the Strait looks like currently.
Buy the Dip in VALE - Daily Reckoning (opens the original)
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In the hard asset world, gold miners hog the spotlight. And for good reason. Precious metal stocks can be a great way for investors to hedge against inflation and monetary chaos. And during a bull market, they can soar like few other sectors. But the mining world is more than just gold and silver. Today we’re going to look at my favorite industrial metal miner. Long-time readers will recognize the name. Yes, I still own gold and silver miners. But companies focused on “boring” industrial metals
A Wrench in the Data Center Machine - Daily Reckoning (opens the original)
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The U.S. economy relies heavily on AI for growth. Today we’re going to take a look at how it could all go wrong. Goldman Sachs says roughly half of current S&P earnings growth is due to the AI boom. Much of the rest is due to high spending from top earners, which is due to soaring stock prices. So most growth flows back to AI, directly or indirectly. At the heart of the boom is AI data centers. Absolutely massive projects that require tens or hundreds of billions of dollars to build. These data
The British are Coming! (LOL) - Daily Reckoning (opens the original)
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The UK is preparing for war with Russia. Russia. You know, that country with 5,400 nuclear warheads. The one that has honed its military craft over the past 4.5 years, and now has the most experienced army in the world. By far. Along with the most advanced drones, air defenses, missiles, and glide bombs. Russia, the country that sacrificed 25 million of its citizens’ lives during World War 2. The same country that defeated Napoleon, and countless others. Exactly how ridiculous is the idea of Bri
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